Question

Make Zap pull date from oldest record

  • 6 March 2023
  • 1 reply
  • 70 views

Userlevel 1

Hello - I am new to using Zapier, so help here would be much appreciated.

 

We use Zoho CRM to track Deals, Marketing data, etc.

 

One of the things we would like to track is customers that get attributed to Marketing. Basically there is a “yes/no” field in the Accounts (customer) module of Zoho CRM that we use to identify who is and isn’t a customer that is a lead because of Marketing efforts. What we would also like to track is “How old” the customer is based on the the oldest closed deal. To do this, we want to pull the “oldest” closed date from the “Deals” module and put it in its own field.

 

Example, lets say Company XYZ is attributed to Marketing. And lets say that there are 5 Deals with them, the closing dates are 1/1/2023, 1/9/2023, 2/5/2023, 2/26/2023, and 3/1/2023. Right now the Zap I have setup is always overriding the “Marketing Attribute Date” field in the Accounts Module of Zoho CRM with the most recent date (in this case 3/1/2023). However, the date I want it to take is the oldest date which would be 1/1/2023.

 

Anyone have any experience with this and can lend a hand?

 

Thanks Zapier Community


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Userlevel 7
Badge +14

Hi @Mark Ryan 

Good question.

You’d likely have to use the Zoho CRM API for this: https://www.zoho.com/crm/developer/docs/api/v4/

App APIs can be used in Zaps with the Webhooks app as an action step: https://zapier.com/apps/webhook/help

If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace

 

The Zoho CRM Zap action for Find Module Entry doesn’t have a sort option.

That means the Zap action may return:

  • the newest record
  • the oldest record
  • the most recently updated record
  • the last recently updated record